Family Office Services
Comprehensive family wealth management
Service Introduction
Our family office services combine wealth management and identity planning to provide customized comprehensive services for high - net - worth families, ensuring the preservation, appreciation, and smooth inheritance of family wealth.
Service Content
- Asset allocation and wealth management (diversified portfolios, cross - border compliance)
- Immigration and family services (identity design, legal support)
- Resource connection (financial institutions, professional services)
- Family business inheritance planning (equity structure design)
- Cross - border tax planning (tax optimization solutions)
Partners
Boston Global Group
Boston Global Group is an investment institution driven by a global vision and mission, committed to investing in technologies that have a positive impact on the world through innovative financial solutions. The group combines its investment banking experience and family office investment funds to establish networks with global partners, providing long-term value and exceptional returns for clients while focusing on practical improvements to society and quality of life.
Visit WebsiteCase Studies
Case of an Australian Wealth Inheritance Plan for a High - Net - Worth Chinese Family
Entrepreneur Mr. Chen from Shanghai obtained the right of residence through the 188B investment visa. His children became local Australian students. He established a family trust, purchased real estate, and allocated assets. He completed the immigration approval and asset layout within 2 years, achieving the stable inter - generational inheritance of family wealth.
Frequently Asked Questions
Contact Us
If you have any questions about our service or would like to learn more details, please feel free to contact our customer service team.